Skip to content

Send case reminder when child nears 21st birthday

You miss critical prep when child milestone dates for active cases aren't surfaced. It delivers daily reminder emails so case managers can start work within 72 hours.

Send case reminder when child nears 21st birthday

Workflow preview:

Zap details:

Overview

Stop last-minute case rushes by surfacing child-21 milestones automatically so your case managers and intake coordinators get daily reminders. This ensures work begins within the 72-hour window and filings or preparatory tasks are started ahead of the milestone.

Send case reminder when child nears 21st birthday